{"id":163,"date":"2018-01-11T15:39:23","date_gmt":"2018-01-11T23:39:23","guid":{"rendered":"https:\/\/wp.actionlife.com\/sopcommunitycare\/?p=163"},"modified":"2019-09-18T06:27:52","modified_gmt":"2019-09-18T14:27:52","slug":"309-jenark-work-order-reports","status":"publish","type":"post","link":"https:\/\/wp.actionlife.com\/sopcommunitycare\/2018\/01\/11\/309-jenark-work-order-reports\/","title":{"rendered":"309: Jenark Work Order Reports"},"content":{"rendered":"<p><strong>To create an <u>open<\/u> work order report for a specific association, the following procedure should be followed. Managers should generate these reports themselves and this SOP can be forwarded to any manager who wants to know how to generate this report:<\/strong><\/p>\n<p><strong><span style=\"text-decoration: underline\">Report #16 &#8211; Work Order Pending Report<\/span> (This report is for <u>OPEN<\/u> w\/o\u2019s ONLY)<\/strong><\/p>\n<ul>\n<li>RW -&gt; Reports -&gt;\u00a0 Reports<\/li>\n<li>Select the #16 report called: Work Order Pending Report.<\/li>\n<li>The following window will come up in which you will only need to fill out the following:\n<ul>\n<li><span style=\"color: #ff0000\"><strong>HOA Range<\/strong><\/span>: This is where you will select the HOA you want to run the report for. You will list the same HOA under both sections as circled below in red (This example shows I am running a report for Foothill Townhomes).<\/li>\n<li><span style=\"color: #0000ff\"><strong>Assigned<\/strong><\/span>: If the manager wants a report for a specific vendor, then please fill this area out and select the vendor in both the \u201cfrom\u201d and \u201cto\u201d section as circled in Blue below. If the report is not for a specific vendor, then please leave this section blank.<\/li>\n<li><span style=\"color: #008000\"><strong>Due Dates<\/strong><\/span>: This is where you will enter the date range the manager wants the report for. If the manager wants ALL pending work orders, then you would list the dates like in the picture below (01\/01\/1111 to 12\/31\/9999) to ensure we capture all pending work orders.<\/li>\n<li>Lastly, you have to ensure all <span style=\"color: #ff9900\"><strong>3 boxes are checked<\/strong><\/span> for Print Work Order Notes, Sort by Assigned To Code, and Exclude Void Work Orders.<\/li>\n<\/ul>\n<\/li>\n<\/ul>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"aligncenter size-full wp-image-166\" src=\"https:\/\/wp.actionlife.com\/sopcommunitycare\/wp-content\/uploads\/sites\/180\/2018\/01\/309img1-1.png\" alt=\"\" width=\"603\" height=\"399\" srcset=\"https:\/\/wp.actionlife.com\/sopcommunitycare\/wp-content\/uploads\/sites\/180\/2018\/01\/309img1-1.png 603w, https:\/\/wp.actionlife.com\/sopcommunitycare\/wp-content\/uploads\/sites\/180\/2018\/01\/309img1-1-300x199.png 300w\" sizes=\"auto, (max-width: 603px) 100vw, 603px\" \/><\/p>\n<ul>\n<li>The report will then come up and you will be able to email it or print it from here.<\/li>\n<\/ul>\n<p><strong>When a manager requests a work order history report which will include <u>closed<\/u> work orders, the following report is what needs to be generated:<\/strong><\/p>\n<p><span style=\"text-decoration: underline\"><strong>Report #01 &#8211; Work Order Detail Report<\/strong><\/span> <strong>This report is for <u>OPEN<\/u> &amp; <u>CLOSED<\/u> w\/o\u2019s)<\/strong><\/p>\n<ul>\n<li>RW -&gt; Reports -&gt;\u00a0 Reports<\/li>\n<li>Select the #01 report called: Work Order Detail Report.<\/li>\n<li>The following window will come up in which you will only need to fill out the following:\n<ul>\n<li><span style=\"color: #ff0000\"><strong>HOA Range<\/strong><\/span>: This is where you will select the HOA you want to run the report for. You will list the same HOA under both sections as circled below in red (This example shows I am running a report for Foothill Townhomes).<\/li>\n<li><span style=\"color: #0000ff\"><strong>Effective Dates<\/strong><\/span>: This is where you will enter the date range the manager wants the report for. The example in the picture below shows me running a report for this year so from 01\/01\/2016 to 08\/30\/2016. Managers usually want a report for this year to date but you can put whatever date range they want in this section.<\/li>\n<li><span style=\"color: #008000\"><strong>Completion Dates<\/strong><\/span>: The Completion Dates are when a work order was closed. In order to capture everything for the specified time frame you filled out for the Effective Dates, you will need to set the Completion Dates to: 01\/01\/1111 to 12\/31\/9999 as circled in green below.<\/li>\n<li>Lastly, you have to ensure the following <span style=\"color: #ff9900\"><strong>3 boxes are checked: Include Completed W\/O, Print Notes, and Print Images<\/strong><\/span> .<\/li>\n<\/ul>\n<\/li>\n<\/ul>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"aligncenter size-full wp-image-165\" src=\"https:\/\/wp.actionlife.com\/sopcommunitycare\/wp-content\/uploads\/sites\/180\/2018\/01\/309img2.png\" alt=\"\" width=\"578\" height=\"601\" srcset=\"https:\/\/wp.actionlife.com\/sopcommunitycare\/wp-content\/uploads\/sites\/180\/2018\/01\/309img2.png 578w, https:\/\/wp.actionlife.com\/sopcommunitycare\/wp-content\/uploads\/sites\/180\/2018\/01\/309img2-289x300.png 289w, https:\/\/wp.actionlife.com\/sopcommunitycare\/wp-content\/uploads\/sites\/180\/2018\/01\/309img2-130x135.png 130w\" sizes=\"auto, (max-width: 578px) 100vw, 578px\" \/><\/p>\n<ul>\n<li>The report will then come up and you will be able to email it or print it from here.<\/li>\n<\/ul>\n","protected":false},"excerpt":{"rendered":"<p>To create an open work order report for a specific association, the following procedure should be followed. Managers should generate these reports themselves and this SOP can be forwarded to any manager who wants to know how to generate this report: Report #16 &#8211; Work Order Pending Report (This report is for OPEN w\/o\u2019s ONLY) [&hellip;]<\/p>\n","protected":false},"author":4,"featured_media":0,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[5],"tags":[],"class_list":["post-163","post","type-post","status-publish","format-standard","hentry","category-3-work-orders"],"_links":{"self":[{"href":"https:\/\/wp.actionlife.com\/sopcommunitycare\/wp-json\/wp\/v2\/posts\/163","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/wp.actionlife.com\/sopcommunitycare\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/wp.actionlife.com\/sopcommunitycare\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/wp.actionlife.com\/sopcommunitycare\/wp-json\/wp\/v2\/users\/4"}],"replies":[{"embeddable":true,"href":"https:\/\/wp.actionlife.com\/sopcommunitycare\/wp-json\/wp\/v2\/comments?post=163"}],"version-history":[{"count":0,"href":"https:\/\/wp.actionlife.com\/sopcommunitycare\/wp-json\/wp\/v2\/posts\/163\/revisions"}],"wp:attachment":[{"href":"https:\/\/wp.actionlife.com\/sopcommunitycare\/wp-json\/wp\/v2\/media?parent=163"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/wp.actionlife.com\/sopcommunitycare\/wp-json\/wp\/v2\/categories?post=163"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/wp.actionlife.com\/sopcommunitycare\/wp-json\/wp\/v2\/tags?post=163"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}